Top Financial planners in Washington, United States

I had a great experience in this branch. I met Lawanda and Linh, they are very patient and friendly. Linh helped me on everything. She stayed for hours for me without having lunch. Lawanda was always there to answer my questions. They were awesome!

Came here to process some account issues for my parents. Hamallah was courteous, on point, and kind. Our issues were resolved, and I am very grateful for his assistance. Thank you!

HCI group is poisoning Americans just to make few extra dollars.

Had an amazing experience at this branch when I returned to the US after 15 years. Mohammed Hamallah was extremely helpful and forward looking as a relationship banker, he did not only solve my problems but also guided me to take more actions in my interest. Its perfect example of "addressing the expressed and unexpressed need of the customer".

Cool guys are working here! They will help You with everything! LaWanda and Hamallah, thank You for all your patience and assistance!

It was a great experience here in this branch. I met Lawanda Smith, the financial center manager, and Hamallah Tounkara, the relationship banker, and they were amazing and so friendly. They helped me with each matter that I asked for and they were so nice.

I went in Bank of American to open a new account and I got attended by Ms. Lawanda Smith and Mr. Hamallah Tounkara. They were awesome and were very nice and patience responding all my questions.

Hamallah, Lawanda and Mariana assisted me in setting up my account. They were all super helpful and personable and stayed after hours to complete everything for me.

Mr. Hamallah an Lawanda assisted me to open a new account the greatest way possible. They até the best.

The most professional, knowledgeable people loving group on K Street! This body is devoted truly to a higher cause. Their standards ensure excellence and transparency in an industry where it is greatly needed. From the CEO to the board to the foundation and staff. Every individual shows their commitment to standards and their passion for helping better other's lives.

"The result of our review of your complaint is not being made public. As a result, CFP Board is unable to provide you with any additional information beyond the information in this letter." This is the response to a complaint about a "cfp". Just trust them that they are looking out for your interests and that your "cfp" is also. A hoax.
Do NOT use a certified financial planner. You WILL be manipulated, it's what they do, it's their livelihood.
Take your money and invest in a safe balanced mutual fund or ETF. This "cfp" stuff will LOSE you money, big time.
AND, always expect a disingenuous canned spin response, such as the one below, from such a corrupt 'board'. Btw, check out one of their favorite investments, FS Investments in Phila. The energy and power fund still does not let you take your own money out! Been locked and losing $$ for years.

This board which certifies and supposedly provides oversight to Certified Financial Planners is a shame. They exist not for the average investor on the street, but for the CFPs that pay them money to be on their list. I presented the board with solid evidence that my CFP was not living up to his fiduciary responsibility (refused to provide a fee discount as stated in client documents), had lied in writing about his credentials (was a licensed broker, but our contract started that he was not) and reneged on a referral fee after offering one and one was made by me. All this was explained to an investigator and extensive documentation was presented to this individual. I was told there were several possible outcomes of a CFP Board investigation. Everything from formal published sanctions to a nondisclosure action. I believe my case, though substantially backed up with indisputable evidence, was biasly handled. I was told that the CFP board decided on a non-public disclosure action. What I was told that meant was that I would never know what actions, if any, were taken. That is so unfair. It amounts to “We can't tell you anything about anything”. Even though I spent my time presenting a solid case, I guess I know where the CFP Board’s bread is buttered. Whenever there is financial gain involved in one’s decision making there is going to be suspicion about how fair the ruling is. It is the CFP that is paying fees to the Board, not investors. When a non-disclosure decision was made the suspicion very well is supported. In my eyes that is the worst, and possibly most unfair, outcome of my case. Hiding everything from everyone, including me, the complainant. Shame on the CFP Board.